Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 204.0%, outperforming the market by 55.9% using its optimal tax efficient rebalancing period and 10 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 7.1% S&P 500: 5.7%
Year To Date: -29.8% S&P 500: -14.9%
Beta: 1.09 Accuracy: 52.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CAL 4/3/2020 75.07%
CURO 4/3/2020 32.14%
TILE 4/3/2020 30.56%

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